Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,938 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $34.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 08, 2024 Q3 2024 |
63,805
shares
|
$7.87 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
63,594
shares
|
$7.84 Million
0.4% of portfolio
|
Q3 2024
Added 304.9%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
63,202
shares
|
$7.79 Million
0.98% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
63,198
shares
|
$7.79 Million
0.06% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
62,351
shares
|
$7.69 Million
0.11% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
62,260
shares
|
$7.68 Million
0.04% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
60,946
shares
|
$7.52 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
59,045
shares
|
$7.28 Million
0.08% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
57,412
shares
|
$7.08 Million
0.12% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
57,157
shares
|
$7.05 Million
0.06% of portfolio
|
Q3 2024
Reduced 33.24%
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
55,976
shares
|
$6.9 Million
0.84% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
55,553
shares
|
$6.85 Million
0.05% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
55,480
shares
|
$6.84 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
54,520
shares
|
$6.72 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
54,226
shares
|
$6.69 Million
0.31% of portfolio
|
Q4 2024
Reduced 10.28%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
53,862
shares
|
$6.64 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.79%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2024 Q3 2024 |
53,163
shares
|
$6.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
52,972
shares
|
$6.53 Million
2.97% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
52,830
shares
|
$6.51 Million
0.76% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
52,603
shares
|
$6.49 Million
0.04% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
51,957
shares
|
$6.41 Million
0.02% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
51,676
shares
|
$6.37 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Illinois Municipal Retirement Fund
|
Feb 04, 2025 Q4 2024 |
51,617
shares
|
$6.37 Million
0.09% of portfolio
|
Q4 2024
Reduced 40.46%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
51,474
shares
|
$6.35 Million
2.97% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
51,111
shares
|
$6.3 Million
0.63% of portfolio
|
Q4 2024
Added 1.7%
|